Portfolio
Jun 30, 2026- Stock98.44%
- Cash1.33%
- Other0.22%
Morningstar style box
Jun 30, 2026Current style: Mid Blend
Large
Mid
Small
11%
20%
20%
6%
27%
5%
1%
0%
9%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 72.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.38% | Equity | Health Care | Mid Growth | — | — | — | |
| 9.98% | Equity | Health Care | Large Growth | — | — | — | |
| 9.39% | Equity | Health Care | Large Blend | — | — | — | |
| 9.12% | Equity | Health Care | Mid Growth | — | — | — | |
| 8.47% | Equity | Health Care | Large Value | — | — | — | |
| 6.98% | Equity | Health Care | Mid Growth | — | — | — | |
| 6.23% | Equity | Health Care | Mid Blend | — | — | — | |
| 5.69% | Equity | Health Care | Mid Growth | — | — | — | |
| 3.14% | Equity | Health Care | Small Blend | — | — | — | |
| 3.03% | Equity | Health Care | Small Blend | — | — | — |
